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Paralegal - Estates & Trusts

Donahue Fitzgerald, LLP Oakland, CA
  • Expired: 1 day ago. Applications are no longer accepted.

We are seeking a Paralegal foe our Estates & Trusts practice group to become a part of our team! You will provide overall support to attorneys' business needs.

Responsibilities:

  • Assist with the drafting of estate planning and trust administration documents
  • Prepare asset lists, analyze bank and business records,identify trust and non-trust assets, identify title and character assets
  • Regular communication with clients and client advisors
  • Assist clients with trust funding and preparing documents, recordation of deeds with accompanying transfer documents
  • Maintain client files and prepare materials for client meetings
  • Prepare and assemble federal estate tax returns
  • Process court filings and other documents in Probate Court
  • Manage trust and probate administration case matters and deadlines
  • Determine beneficiaries and persons entitled to notice

Qualifications:

  • 7+ years of experience as a trust & estates paralegal
  • Bachelors' Degree, required
  • Knowledge of Probate Court processes and procedures
  • Familiarity with legal research
  • Ability to prioritize and multitask
  • Excellent written and verbal communication skills
  • Deadline and detail-oriented
  • Proficient with Microsoft Office Suite
  • Knowledge of Legal Calendaring software

Donahue Fitzgerald, LLP

Address

Oakland, CA
94612 USA